Purchases and Sales Made in Q2 2025 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q2 2025. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15+ 1.55% |
$4.11K - $5.82K
|
984
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
15+ 1.07% |
$4.11K - $5.82K
|
1.42K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15+ 93.75% |
$4.11K - $5.82K
|
31
$14K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.47% |
$4.11K - $5.82K
|
3.19K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.76% |
$4.11K - $5.82K
|
1.98K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
15+ 1.08% |
$4.11K - $5.82K
|
1.41K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15+ 1.78% |
$4.11K - $5.82K
|
856
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
15+ 0.2% |
$4.11K - $5.82K
|
7.68K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15+ 20.55% |
$4.11K - $5.82K
|
88
$39.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 17.5% |
$3.84K - $5.43K
|
94
$42.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.7% |
$3.84K - $5.43K
|
2K
$902K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 70.0% |
$3.84K - $5.43K
|
34
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14+ 11.67% |
$3.84K - $5.43K
|
134
$60.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.76% |
$3.56K - $5.05K
|
753
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$3.56K - $5.05K
|
2.87K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
13+ 18.06% |
$3.56K - $5.05K
|
85
$38.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
13+ 0.88% |
$3.56K - $5.05K
|
1.5K
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
13+ 38.24% |
$3.56K - $5.05K
|
47
$21.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 1.31% |
$3.56K - $5.05K
|
1.01K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.34% |
$3.56K - $5.05K
|
3.86K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 10.48% |
$3.56K - $5.05K
|
137
$61.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
12+ 1.88% |
$3.29K - $4.66K
|
651
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.4% |
$3.29K - $4.66K
|
870
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12+ 0.14% |
$3.29K - $4.66K
|
8.76K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 1.45% |
$3.29K - $4.66K
|
839
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
12+ 0.87% |
$3.29K - $4.66K
|
1.39K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12+ 0.24% |
$3.29K - $4.66K
|
4.99K
$2.25M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.04% |
$3.29K - $4.66K
|
30.4K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
11+ 0.32% |
$3.01K - $4.27K
|
3.45K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
11+ 0.76% |
$3.01K - $4.27K
|
1.47K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 0.42% |
$3.01K - $4.27K
|
2.66K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.58% |
$3.01K - $4.27K
|
1.92K
$865K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.17% |
$3.01K - $4.27K
|
6.32K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
11+ 1.61% |
$3.01K - $4.27K
|
696
$314K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
11+ 0.08% |
$3.01K - $4.27K
|
13.3K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11+ 0.83% |
$3.01K - $4.27K
|
1.34K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.71% |
$3.01K - $4.27K
|
1.56K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.26% |
$3.01K - $4.27K
|
4.18K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.22% |
$3.01K - $4.27K
|
5.09K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.74% |
$3.01K - $4.27K
|
642
$289K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
11+ 0.01% |
$3.01K - $4.27K
|
75.8K
$34.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 1.44% |
$2.74K - $3.88K
|
703
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.74K
$786K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
10+ 1.19% |
$2.74K - $3.88K
|
852
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
10New |
$2.74K - $3.88K
|
10
$4.51K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
10+ 1.41% |
$2.74K - $3.88K
|
721
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
10+ 10.0% |
$2.74K - $3.88K
|
110
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10+ 0.58% |
$2.74K - $3.88K
|
1.75K
$787K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.29% |
$2.74K - $3.88K
|
3.4K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 1.21% |
$2.47K - $3.49K
|
753
$339K
|